Getting started

What to check before launching an AI phone operator: the final checklist

Sado AI team · · 4 min read

In short

Before an AI operator takes real customers’ calls, check seven things. The facts are complete and current: prices, address, hours. The greeting is short and says the company name correctly. There are no more than three or four questions. It’s written down which calls go to a staff member and who picks up. Working hours and holidays are set. Everyone knows where requests land and who reads them. Finally, staff make test calls from different phones. If every answer is “yes”, launch and listen to recordings on day one.

1. Facts: what the operator must know

The operator answers only from the information you give it. So let one person read the list from top to bottom and mark each line “yes” or “no”.

  • Prices are today’s. No old promotion or last month’s price is left behind.
  • The address has a landmark: “Chilonzor, block 9, behind the shopping centre”. If you have branches, each has its own.
  • Opening hours, lunch break, days off and the schedule for the coming holidays.
  • The 10–15 questions customers ask most, with answers: delivery, payment methods, warranty, waiting times.
  • Topics the operator doesn’t answer: for example, promising a discount, medical advice or a legal question. For those, a manager calls back.

2. Greeting, questions and the transfer rule

  • The greeting is one sentence: company name and operator name. For example: “Assalomu alaykum, Diyor Mebel, Malika speaking.”
  • The operator asks three or four questions: name, what they need, when suits them, whether another number is needed. You know why each one is there.
  • It’s written down which calls go to a staff member: for example, a caller ready to buy now, or one asking for a manager.
  • The transfer number works and someone answers it during working hours. You’ve also agreed what happens if nobody does: the operator creates a callback task.
  • Asked “Are you a robot?”, the operator answers honestly. Make sure your staff know this too.

3. Hours, number and where requests land

  • When the operator answers: day and night, only evenings and weekends, or when staff are busy.
  • The number is connected and tested: customers call your usual number and nothing changes for them.
  • Where results go: the portal’s Requests section, Bitrix24 or your company’s Telegram group.
  • Who reads each request and how fast they reply. For example: requests from the night are called back by 10 a.m.
  • If you’ll make outgoing calls too: the list holds only people who agreed, and calling hours and a daily limit are set.

4. Test calls: the last check

The day before launch, have three or four colleagues call from different phones. Each gets one task:

  1. A simple question: “How much is it?” or “What time do you close?”. Does the answer match the list?
  2. A booking or an order: are the name, number and time in the request correct?
  3. A question that isn’t on the list: did the operator avoid making something up and say a manager will call back?
  4. Russian and mixed Uzbek-Russian speech, and a call from a noisy street.
  5. “Put me through to a manager”: did the call reach the right person?

After each test, listen to the recording and read the transcript. If something is wrong, fix it and repeat that test. When all five pass, you’re ready.

Launch day and the first week

Don’t hand over everything at once. Start with one flow: for example, evening and weekend calls, or calls your staff didn’t manage to pick up. On day one, listen to 10–15 recordings in full. Throughout the first week, collect the questions left unanswered each day and add them to the facts.

With Sado, our team connects the number and sets up the operator with you: script, questions, prices, hours. Working hours, limits and the stop button stay in your hands. More: AI operator for incoming calls, questions about Sado and connecting your number. Try it live or call 78 778 01 23.

Questions

Can we launch if not everything on the checklist is ready?

If the facts, the transfer rule or the person who reads requests aren’t ready, wait. The rest can be finished in the first week, such as rare questions.

Can we stop the operator after launch?

Yes. You set the working hours yourself, and outgoing calls stop with one button. The number stays yours.

Who should fill in the checklist?

One staff member responsible for the operator: someone who knows the facts well and follows the requests. The manager reviews the final list and says “let’s start”.

Try Sado on your own calls.

Talk to the operator on the site or call 78 778 01 23 — this is exactly what your customers will hear.

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